GLOBAL X FDS's ticker is PAVE and the CUSIP is 37954Y673. A total of 480 filers reported holding GLOBAL X FDS in Q4 2023. The put-call ratio across all filers is 0.33 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,010,885 | +26.2% | 27,306 | +35.7% | 0.18% | +18.8% |
| Q1 2024 | $800,792 | +15.3% | 20,115 | -0.2% | 0.15% | +4.8% |
| Q4 2023 | $694,420 | +12.4% | 20,151 | -0.9% | 0.15% | +4.3% |
| Q3 2023 | $617,609 | +1.9% | 20,329 | +5.4% | 0.14% | +4.4% |
| Q2 2023 | $605,977 | +8.8% | 19,280 | -1.8% | 0.14% | +3.1% |
| Q1 2023 | $556,830 | -8.8% | 19,641 | -14.7% | 0.13% | -38.8% |
| Q4 2022 | $610,297 | +15.4% | 23,032 | +0.3% | 0.21% | +2.9% |
| Q3 2022 | $529,000 | -9.9% | 22,955 | +0.1% | 0.21% | +4.5% |
| Q2 2022 | $587,000 | -22.3% | 22,936 | -14.1% | 0.20% | -11.9% |
| Q1 2022 | $755,000 | +20.6% | 26,708 | +22.7% | 0.23% | +22.2% |
| Q4 2021 | $626,000 | +17.4% | 21,759 | +15.2% | 0.18% | +16.4% |
| Q3 2021 | $533,000 | +22.0% | 18,880 | +13.2% | 0.16% | +16.1% |
| Q2 2021 | $437,000 | +2.6% | 16,681 | +1.2% | 0.14% | +1.5% |
| Q1 2021 | $426,000 | – | 16,488 | – | 0.14% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Evolution Wealth Advisors, LLC | 781,156 | $31,097,829 | 5.96% |
| LWM Advisory Services, LLC | 180,739 | $7,195,206 | 5.77% |
| Moss Adams Wealth Advisors LLC | 854,373 | $34,012,590 | 5.46% |
| Clarus Group, Inc. | 193,857 | $7,717,463 | 5.40% |
| Vishria Bird Financial Group, LLC | 314,632 | $12,526 | 5.36% |
| Harel Insurance Investments & Financial Services Ltd. | 6,833,801 | $272,054 | 5.27% |
| Riggs Asset Managment Co. Inc. | 445,815 | $17,747,896 | 5.18% |
| Sage Capital Management, LLC | 228,774 | $9,107,481 | 4.94% |
| Ameraudi Asset Management, Inc. | 260,862 | $10,384,920 | 4.84% |
| 360 Financial, Inc. | 306,419 | $12,198,552 | 4.74% |